Brien Leni joins me today to share his thoughts on the high volume trading and insider buying in O3 Mining from last week. The trading in O3 was noted in a few comments last week and since the Company holds a large position in Brien’s portfolio I wanted to get his thoughts on the Company and his views on insider buying.
Brien Leni joins me today to recap his takeaways from the recent resource investment conferences in Vancouver. We then discuss the environment of fear driving metals prices but not the stocks. As Brien points out it’s greed not fear that will drive more money into the junior metals stocks.
Brian Leni kicks off today by sharing his thoughts on investing in gold stocks vs silver stocks. We discuss everything from the gold/silver ratio, the way companies present equivalent ounces, and the supply metrics for each. Brian also shares some of the stocks he is watching for near term drivers.
Brien Leni joins me today to discuss where he stands on investing in the base metals. We focus on copper but also mention a number of other base metals from an investment angle. There is a supply and demand side as well as outside factors that have been driving price over the past few years.
Brian Leni joins kicks off today by comparing a number of resource opportunities heading into 2020. There are may reasons for gold and silver investors to be encouraged heading into next year but it’ll be important to be selective.
Brien Leni joins me today to share his thoughts on what’s important when assessing a company’s cash position. As we head into year end companies are setting plans for next year and ensuring they have the cash to follow through on the strategy is important. Please let us know what you think of when looking at the cash positions of a company.
As we approach the end of the year and tax loss selling continues for some of the under performing stocks and sectors it can be very profitable having a list of companies you like and will buy in the next couple weeks. We focus on the zinc sector today which is an area where stocks have had a tough year and is susceptible to further selling into year end. I get Brien to comment on what he is looking for in terms of economic studies and potential company drivers heading into next year.
Brien Leni kicks off today by sharing his current portfolio strategy for the junior stocks. We outline why he is not feeling rushed into buying any stocks and why he would be ok with giving up some gains to ensure certain stocks are in a stronger position. It has a little bit to do with the time of the year but also the fact that the juniors have still lagged the overall PM sector.
Brien Leni joins me today for a discussion on the differences between top down vs bottom up investing. In simplistic terms top down investing starts with the big picture and drives down to smaller factors and finally down into the companies that fall into the bullish outlook. While bottom up investing starts with a company and drives up to the macro picture which then determines such accepts such as timing for the investment. Both are valid strategies but it is important to not take any biases into an investment decision especially when it is with a top down approach.
Please let us know what investment strategy you prefer and if there are any companies you want Brien and I to look into. You can always email me at Fleck@kereport.com.
Brien Leni joins me today to take a broad look at the junior gold sector. As the juniors still under perform there are some key fundamentals to note when looking at any company. We discuss what we look for and comment on the importance of a solid drill program.